IA

IFP Advisors Portfolio holdings

AUM $4.45B
1-Year Est. Return 19.36%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.36%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.12B
AUM Growth
-$1.97B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5,133
New
Increased
Reduced
Closed

Top Buys

1
+$818M
2
+$62.3M
3
+$27.8M
4
IVV icon
iShares Core S&P 500 ETF
IVV
+$23.3M
5
RDVY icon
First Trust Rising Dividend Achievers ETF
RDVY
+$22.2M

Top Sells

1
+$31.4M
2
+$27.1M
3
+$26.1M
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$14.1M
5
XLK icon
State Street Technology Select Sector SPDR ETF
XLK
+$10.1M

Sector Composition

1 Consumer Discretionary 5.91%
2 Technology 5.76%
3 Financials 3.9%
4 Industrials 3.09%
5 Healthcare 2.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
2176
$50K ﹤0.01%
2,140
+570
2177
$50K ﹤0.01%
1,360
+525
2178
$50K ﹤0.01%
+1,100
2179
$50K ﹤0.01%
+255
2180
$50K ﹤0.01%
75
2181
$50K ﹤0.01%
3,135
+1,033
2182
$49K ﹤0.01%
+3,912
2183
$49K ﹤0.01%
+358
2184
$49K ﹤0.01%
+3,500
2185
$49K ﹤0.01%
+1,963
2186
$49K ﹤0.01%
+1,926
2187
$49K ﹤0.01%
574
+511
2188
$49K ﹤0.01%
+3,556
2189
$49K ﹤0.01%
+6,000
2190
$49K ﹤0.01%
1,438
+1,331
2191
$49K ﹤0.01%
2,481
+2,377
2192
$48K ﹤0.01%
+313
2193
$48K ﹤0.01%
1,888
-5,812
2194
$48K ﹤0.01%
+3,700
2195
$48K ﹤0.01%
1,428
+1,328
2196
$48K ﹤0.01%
293
+28
2197
$48K ﹤0.01%
986
+633
2198
$48K ﹤0.01%
+2,100
2199
$48K ﹤0.01%
651
-3,229
2200
$48K ﹤0.01%
1,335
+181
86 87
88
89 90